12 Ways of Reducing Income Tax Workshop

One half-day

Using a six-step process, the session will look at different client scenarios where income tax can be saved to help people have more money for other purposes

Public course booking

12 March 2025

Members: £119pp
Non-members: £179pp

To book this workshop for yourself or up to 7 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Date: 12 March 2025

Timings: 09:30 - 13:00 (UK)

 Duration: Half day

 No of attendees: 12-16

 Format: Online - Interactive virtual delivery

 CPD: Recognised 

Trainer: Steve Davies

Price: £119 Member / £179 Non-Members

Course Overview

Using a six-step process, the session will look at different client scenarios where income tax can be saved to help people have more money for other purposes.

The workshop will cover:

• 12 ways of reducing income tax

• The 6 steps to calculate an income tax liability

• Organising gross income efficiently

• Deductions and allowances available

• Tax efficient investments for 2024/25 and beyond

• Case study to put some of the ideas into action

• Group review of case study

• Summary and next steps

What will I achieve by attending the workshop? 

By the end of the workshop, delegates will be able to:

• Describe a 6 step framework that calculates income tax liabilities
• Calculate tax liabilities for different client scenarios
• Identify ways of mitigating, providing for or eradicating an income tax liability
• Apply your knowledge to a client case study

Who should attend?

This workshop is designed for Advisers and paraplanners, whether at diploma or Chartered level.

Corporate Solutions

We are able to offer this workshop specifically for your company as a In-House / Corporate training session for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical areas. A full list of courses can be viewed in our 2024 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk 

Public course booking

Corporate (In-house) Training

For enquiries about this workshop, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.